Tax Districts

Before following these steps, you must enter a Y in the Calculate Tax By Line field in the (LØ) screen.

  1. From the Master Menu, click Databases, then click Tax Districts.

  2. The Tax District dialog box opens. Click Add.

  3. The Tax District Detail dialog box opens. You can set up either a combined district, or an individual tax district.

To set up a tax district composed of more than one district:

  1. Click the Combined Tax District box.

  2. Use the District box to enter a unique code to identify the new tax district. The box is limited to four alphanumeric characters.

  3. Use the Enter Districts To Combine dialog box to define the districts to include. In the 1: box, enter the first district. In the 2: box, enter the second, and so forth.

  4. Click Apply.

To add an individual tax district:

  1. Use the District box to enter a unique code to identify the new tax district. The box is limited to four alphanumeric characters.

  2. Use the Description box to enter a description to identify the district. The box is limited to 15 alphanumeric characters.

  3. Use the Cap box to enter the dollar limit (cap) that can be taxed for the tax district, if any.

  4. Use the Percent box to enter the district's tax percentage.

  5. Indicate how to calculate the tax. To calculate the tax by each individual line, click the Line Item Cap On Unit Price box. To apply the multi-tier line item cap, click the Multi-Tier Line Item Cap On Unit Price box.

  6. Click Apply.